Liberty Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Liberty Wealth Management’s Portfolio ZUO Stock Details ZUO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8	Closed	–	–	1152
2021 Q3	$0	Buy	+8	New	+$135	﹤0.01%	1246

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's ZUO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Zuora, Inc. (ZUO) in Q4 2021, closing a stake of 8 shares.

Liberty Wealth Management first reported a position in ZUO in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 217 funds tracked by Wall St. Rank hold ZUO as of Q4 2021.

Liberty Wealth Management reported no remaining Zuora, Inc. position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 8 Zuora, Inc. shares in Q4 2021.
Liberty Wealth Management first reported a position in Zuora, Inc. in Q3 2021 and held it in 1 quarter.
Liberty Wealth Management's Zuora, Inc. position peaked at $0 in Q3 2021.
217 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.